AWM
SHYG icon

AE Wealth Management’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

AE Wealth Management’s Portfolio SHYG Stock Details SHYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$303K Sell
7,159
-4,769
-40% -$204K ﹤0.01% 1375
2025
Q4 		$511K Sell
11,928
-11,737
-50% -$504K ﹤0.01% 1044
2025
Q3 		$1.02M Buy
23,665
+20,579
+667% +$886K 0.01% 746
2025
Q2 		$133K Sell
3,086
-3,076
-50% -$130K ﹤0.01% 1406
2025
Q1 		$262K Sell
6,162
-7,902
-56% -$339K ﹤0.01% 1150
2024
Q4 		$599K Sell
14,064
-1,136
-7% -$48.8K 0.01% 859
2024
Q3 		$660K Sell
15,200
-2,085
-12% -$89.1K 0.01% 807
2024
Q2 		$729K Sell
17,285
-4,290
-20% -$181K 0.01% 788
2024
Q1 		$918K Sell
21,575
-568,022
-96% -$24M 0.01% 673
2023
Q4 		$25M Sell
589,597
-251,398
-30% -$10.4M 0.13% 181
2023
Q3 		$34.5M Sell
840,995
-18,647
-2% -$770K 0.21% 109
2023
Q2 		$35.6M Sell
859,642
-573
-0.1% -$23.6K 0.21% 98
2023
Q1 		$35.9M Sell
860,215
-435,778
-34% -$18M 0.23% 86
2022
Q4 		$53M Buy
1,295,993
+479,963
+59% +$19.6M 0.38% 41
2022
Q3 		$32.6M Buy
816,030
+50,136
+7% +$2.07M 0.26% 79
2022
Q2 		$31.1M Sell
765,894
-6,837
-0.9% -$289K 0.25% 88
2022
Q1 		$34M Buy
772,731
+218,468
+39% +$9.67M 0.23% 96
2021
Q4 		$25.1M Buy
554,263
+281,227
+103% +$12.7M 0.18% 123
2021
Q3 		$12.5M Buy
273,036
+35,097
+15% +$1.61M 0.1% 205
2021
Q2 		$11M Buy
237,939
+61,718
+35% +$2.83M 0.1% 208
2021
Q1 		$8.07M Sell
176,221
-111,611
-39% -$5.08M 0.08% 238
2020
Q4 		$13.1M Sell
287,832
-146,857
-34% -$6.56M 0.15% 148
2020
Q3 		$19.1M Buy
434,689
+256,014
+143% +$11.3M 0.27% 80
2020
Q2 		$7.66M Buy
178,675
+82,142
+85% +$3.47M 0.12% 167
2020
Q1 		$3.94M Buy
96,533
+51,052
+112% +$2.29M 0.09% 204
2019
Q4 		$2.11M Buy
45,481
+40,752
+862% +$1.88M 0.05% 330
2019
Q3 		$220K Buy
+4,729
New +$220K 0.01% 897
2018
Q4 		– Sell
-8,038
Closed -$378K – 583
2018
Q3 		$378K Buy
8,038
+649
+9% +$30.4K 0.02% 393
2018
Q2 		$344K Buy
7,389
+1,318
+22% +$61.6K 0.02% 312
2018
Q1 		$284K Buy
6,071
+507
+9% +$23.8K 0.02% 337
2017
Q4 		$262K Buy
+5,564
New +$263K 0.02% 349

Other funds holding SHYG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
JSTA
Japan Science & Technology Agency Tokyo, Japan $4.81B AUM 4.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NL
NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AE Wealth Management's SHYG Position: Q1 2026 in Review

AE Wealth Management reduced its iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) stake by 40% in Q1 2026, selling an estimated $204K and leaving 7,159 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

AE Wealth Management first reported a position in SHYG in Q4 2017 and has held it in 31 quarters since. The position peaked at $53M in Q4 2022. 553 funds tracked by Wall St. Rank hold SHYG as of Q1 2026.

  • AE Wealth Management held 7,159 shares of iShares 0-5 Year High Yield Corporate Bond ETF worth $303K as of Q1 2026.
  • AE Wealth Management sold 4,769 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2026, an estimated $204K.
  • iShares 0-5 Year High Yield Corporate Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1375 holding.
  • AE Wealth Management first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2017 and has held it in 31 quarters since.
  • AE Wealth Management's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $53M in Q4 2022.
  • 553 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.